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Microsoft Dynamics CRM Forum

How to change leads on marketing list to bulk email allow

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Hi,

I have imported leads from an event via the ClickDimensions import tool. They have successfully been added to the list however, when I sent the email it did not deliver as the leads were set to "do not allow bulk email".

Is there an advanced find or another easy way to change them all to bulk email allow at once?

Replies (3)

How to change leads on marketing list to bulk email allow

Advanced find could work, you'd have to set the following filters to do so (Also probably include the Created On date to the date you imported the lead records):

However, you will have to bulk edit 250 records at a time after you click results:

If you want, you could create an OnDemand workflow, then use the XRMToolBox to connect to your instance and run the workflow against the same personal view seen above. That way, the workflow will bulk 'edit' your lead records for you without you having to work through 250 records at a time.

How to change leads on marketing list to bulk email allow

Advanced find could work, you'd have to set the following filters to do so (Also probably include the Created On date to the date you imported the lead records):

However, you will have to bulk edit 250 records at a time after you click results:

If you want, you could create an OnDemand workflow, then use the XRMToolBox to connect to your instance and run the workflow against the same personal view seen above. That way, the workflow will bulk 'edit' your lead records for you without you having to work through 250 records at a time.